徐旭東:樂觀看明年景氣 - 股票

By Catherine
at 2017-12-05T11:06
at 2017-12-05T11:06
Table of Contents
1.原文連結:
https://money.udn.com/money/story/5612/2856222
2.原文內容:
徐旭東:樂觀看明年景氣
遠東集團昨(4)日舉行耶誕點燈,董事長徐旭東對明年景氣展望非常樂觀,他表示,到明年全球經濟情況應該很不錯,若要用一個字代表明年,現在最關注的應該是「Transformation」(轉型),無論那個產業都需要跟著趨勢轉型,搭著經濟好轉順風車,企業才能轉型再升級。
徐旭東表示,第4季零售景氣好得不得了,現在集團內還有百貨周年慶正在做,買氣好到打烊了都關不上門,顯然消費者上半年悶壞了,下半年一口氣買足過癮。
遠東集團在遠企購物中心舉辦耶誕點燈活動已有23年歷史,每年徐旭東都親自出席,即使昨日徐旭東重感冒,依然抱著病體全程參與,同時展現少見的「徐爺爺」姿態,與小朋友們一起唱歌、合影。
徐旭東看得出好心情,主要是集團主要企業都有不錯表現,即使過去幾年相對低迷的百貨零售業,遠東百貨、遠東SOGO百貨都繳出不錯成績單,較去年超額成長,這也讓徐旭東對明年展望更樂觀。
徐旭東說,今年集團整體表現不錯,有不少轉投資事業都有雙位數成長,如遠東新、亞泥、遠傳電信,全年營收應該都有二位數以上的成長,至於百貨零售業雖然成長性沒這麼高,但相較過去衰退,今年表現也是不錯。
對整體經濟情勢,徐旭東表示,全球景氣看起來都很好,「好到讓人有點擔心」,不知道會不會發生什麼問題,現在看到明年第1季應該都是正面的。
徐旭東說,製造業發展工業4.0、零售業活化使用大數據、電信業由4G向上升級至5G、IOT發展速度更快,這些都是各產業正在面臨的轉變,這些也是產業發展的大方向,明年應該會有更多新的發展。
3.心得/評論:
2018景氣大好 下跌就是買點
亞系外資出具台股策略研究報告
台股明年上看11300點獲利估增雙位數
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